Mr James L Losey CFP
Royal Alliance Associates, Inc.
2629 Townsgate Road, Suite 245Westlake Village, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits
Client Reviews (1 reviews)
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